Claraphi Advisory Network’s McDonald's MCD Stock Holding History

Claraphi Advisory Network’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-972	Closed	-$240K	–	258
2022 Q2	$240K	Sell	972 -43	-4%	-$10.6K	0.08%	218
2022 Q1	$251K	Sell	1,015 -875	-46%	-$218K	0.07%	226
2021 Q4	$507K	Sell	1,890 -29	-2%	-$7.32K	0.18%	149
2021 Q3	$463K	Buy	1,919 +46	+2%	+$11K	0.16%	153
2021 Q2	$433K	Buy	1,873 +908	+94%	+$211K	0.13%	184
2021 Q1	$216K	Buy	965 +25	+3%	+$5.35K	0.06%	282
2020 Q4	$202K	Sell	940 -40	-4%	-$8.7K	0.06%	265
2020 Q3	$215K	Buy	+980	New	+$201K	0.08%	218
2020 Q2	–	Sell	-1,259	Closed	-$208K	–	814
2020 Q1	$208K	Buy	+1,259	New	+$248K	0.1%	187
2019 Q4	–	Sell	-1,944	Closed	-$417K	–	325
2019 Q3	$417K	Buy	+1,944	New	+$417K	0.25%	88
2019 Q2	–	Sell	-1,142	Closed	-$217K	–	261
2019 Q1	$217K	Buy	+1,142	New	+$207K	0.14%	193
2018 Q2	–	Sell	-1,426	Closed	-$223K	–	281
2018 Q1	$223K	Buy	+1,426	New	+$235K	0.16%	210

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Claraphi Advisory Network's MCD Position: Q3 2022 in Review

Claraphi Advisory Network sold out of McDonald's (MCD) in Q3 2022, closing a stake of 972 shares — an estimated $240K sold.

Claraphi Advisory Network first reported a position in MCD in Q1 2018 and held it in 12 quarters. The position peaked at $507K in Q4 2021. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Claraphi Advisory Network reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 972 McDonald's shares in Q3 2022, an estimated $240K.
Claraphi Advisory Network first reported a position in McDonald's in Q1 2018 and held it in 12 quarters.
Claraphi Advisory Network's McDonald's position peaked at $507K in Q4 2021.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.